United and Alaska Airlines Navigate Uncertainty

United and Alaska Airlines Navigate Uncertainty

Airline Weekly’s Jay Shabat is joined by former Airline Weekly Editor Madhu Unnikrishnan to discuss United Airlines’ and Alaska Airlines’ first quarter earnings reports from earlier this week. The conversation starts with United’s challenges in January and February, and notes investors will tolerate it if they have a strong March and the rest of the year. United is working to rectify its problems in Florida and has a lot of aircraft coming along in the next few years to put somewhere. The company has also benefited from a trend in premium leisure travel, which has helped fill the seats in the premium cabins. The three big U.S. carriers – United, Delta, and American – are doing well compared to the domestic carriers. They have the advantage of the demand being strong, and a lot of foreign carriers cutting capacity during the pandemic. Next, they discuss Alaska Airlines and mention that the company reported negative 4.6 operating margin for the first quarter, which is not good compared to their positive 2.5% operating margin in 2019. Alaska has historically had weak first quarters, and they sometimes lose money in January and February, but they have been a very successful and profitable airline. They also discuss where Alaska fits in the overall U.S. airline picture, as it is not a low-cost carrier like Frontier nor a full-service airline like Delta and United. Reading List Alaska Airlines Optimistic Despite January and February Stumbles United Sees 2023 as Setting Course for Its Post-Pandemic Future

Episoder(422)

What's the Deal With Air India?

What's the Deal With Air India?

Will there be a deal or won't there? The Indian government now says it wants to sell 100% of the state-owned carrier, but who will buy it? The airline is notoriously saddled with debt and has a restiv...

21 Nov 201915min

Much Ado About Europe

Much Ado About Europe

Skift Europe Editor Patrick Whyte joined Skift Airline Weekly Editor Madhu Unnikrishnan to share his insights on the latest in European airline news. First, of course, Whyte takes a look at why Air Eu...

14 Nov 201915min

How Does IAG Benefit From Acquiring Air Europa?

How Does IAG Benefit From Acquiring Air Europa?

International Airlines Group (IAG) had a surprise for the airline industry this week: It stated its intention to buy Spanish carrier Air Europa. This wasn't a surprise to Skift Airline Weekly, however...

7 Nov 201914min

Interview: Norwegian Executive on SFO Launch and Rebound From Tough Year

Interview: Norwegian Executive on SFO Launch and Rebound From Tough Year

Skift Airline Weekly Editor Madhu Unnikrishnan caught up with Anders Lindström, Norwegian's director of communications for the U.S., at San Francisco International Airport on Monday when the carrier l...

31 Okt 201913min

What Happened to Thomas Cook?

What Happened to Thomas Cook?

The UK government this week engages in another set of inquiries on why Thomas Cook went bankrupt, which is the perfect time to ask Skift Europe Editor Patrick Whyte, who has been covering the story, w...

24 Okt 201912min

Interview: Airlines for America's Chief Economist

Interview: Airlines for America's Chief Economist

Back in the aughts, Airlines for America's Chief Economist John Heimlich often showed a slide with an alarming statistic: Coffee giant Starbucks' market capitalization was more than that of the entire...

17 Okt 201918min

Airline Execs at Skift Global Forum

Airline Execs at Skift Global Forum

In this episode of the Skift Airline Weekly Lounge podcast, Skift Travel Senior Aviation Business Editor Brian Sumers and I discuss the interviews we did on stage at Skift Global Forum in New York Cit...

26 Sep 201921min

Interview: Southwest's Andrew Watterson

Interview: Southwest's Andrew Watterson

Andrew Watterson, Southwest's chief revenue officer, had a few minutes to talk  to Skift Airline Weekly Editor Madhu Unnikrishnan and Skift Travel Senior Aviation Business Editor Brian Sumers at the B...

20 Sep 201915min

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